bananacoffeecak e
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@dmertzwrote:The plan also needs to correct the original Form 1099-R reporting the code 1, 2, 7 or G distribution from the 401(k) so as not to include the amoun...
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macuser_22 the sentence in my original question "The additional match ended up rollover over to my Roth IRA. " was incorrect and should've been excluded, sorry ...
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I confirmed the $100 match was automatically rolled over to the current 401k by the 401k company. But this match put my overall 2019 401k contribution over the ...
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But why would they roll over pretax money into Roth IRA... let me double check what was rolled over to the 401k...
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It seems to me that they are considering my after tax contributions to be the excess because they are reporting an after tax basis. In addition, the pretax moni...
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- Cheered Re: Where to find California capital loss carryover from a prior year for dangit. March 26, 2022 4:48 PM
- Posted Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 6, 2020 5:22 PM
- Cheered Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? for dmertz. July 6, 2020 4:56 PM
- Posted Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 3, 2020 10:45 PM
- Posted Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 3, 2020 7:58 PM
- Posted Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 3, 2020 7:44 PM
- Posted Re: How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 3, 2020 6:32 PM
- Posted How to report excess after-tax 401k contribution that was rolled over to Roth IRA before requested distribution? on Retirement tax questions. July 3, 2020 3:34 PM